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CKW FINANCIAL GROUP, LLC

dba CKW FINANCIAL GROUP, LLC · CRD 152116 · Registered Investment Adviser

CKW FINANCIAL GROUP, LLC is a Registered Investment Adviser headquartered in HONOLULU, HI. The firm reports $2,526,532,799 in regulatory assets under management across 1,600 accounts. It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,320,795,416
Non-discretionary$1,205,737,383
Total RAUM$2,526,532,799
Accounts1,600

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 152116. adviserinfo.sec.gov/firm/summary/152116.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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